Monument Group Wealth Advisors Q2 2026 Portfolio Activity: Strategic Shifts in Core ETFs

Monument Group Wealth Advisors, a prominent investment institution, has reported its portfolio activity for Q2 2026. This period saw significant adjustments across various holdings, reflecting strategic decisions by the firm.

Prominent Purchases Observed in Q2

The most notable buying activity during this quarter involved Dimensional US Core Equity II ETF (DFAC). Monument Group increased their position substantially, adding 132,761 shares representing a ~6.55% increase from the previous period.

Alongside the core Dimensional holdings, other significant purchases were noted. The firm bolstered its Vanguard Emerging Cap Core Intl ETF (VEA) allocation by acquiring an additional 112,887 shares (~76.44%) and increased their Dimensional US Sustainability Core ETF (VBR) position significantly with a ~408.51% increase in holdings.

Furthermore, Monument Group added new positions to several Dimensional and Vanguard funds during Q2: the Dimensional International Sustainability Core 1 ETF (ESG), Vanguard Small-Cap ETF (VB), Vanguard Total Intl Stock ETF (MGK), and Vanguard Mid-Cap ETF (VUG). These additions suggest diversification efforts or a belief in specific market segments.

Significant Sales Observed in Q2

The second quarter also featured notable selling activity. The largest exit was from the Vanguard FTSE Developed Markets ETF (DFAE), where Monument Group sold off -113,012 shares (~44.7% reduction) and its Dimensional Small Cap Value ETF (DFSU) position saw a dramatic decrease of ~81.84%, effectively exiting that fund.

Additionally, the firm disposed of their holdings in Microsoft (VGSH), reducing the stake by ~83.17%. They also partially reduced exposure to Vanguard Emerging Markets ETF (VWO) and Vanguard Total Stock Market ETF (VTI).

Other Portfolio Changes

Beyond these major shifts, Monument Group made several other adjustments during Q2 2026.

• Their position in Vanguard Value ETF (VTV) decreased slightly by ~6.72%.
• They increased their holding in Vanguard Short-Term Bond ETF (MRK), though this was a relatively small increase compared to the overall portfolio changes.

The total number of holdings remained substantial at 42, indicating a diversified approach despite quarterly adjustments. The top five holdings by weight accounted for ~83.18% of the total portfolio value as of June 30th.